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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,103 | $59,584-61.2% | $86,615-73.3% | $79,391-70.9% |
| Participation rate | 43.9% | 67.7%-23.8pp | 71.6%-27.8pp | 70.7%-26.8pp |
| Annual return | 0.00% | 23.15%-23.1pp | 63.51%-63.5pp | 116.88%-116.9pp |
| Employer contribution / active EE | $814 | $1,768-54.0% | $2,496-67.4% | $2,428-66.5% |
| Participant deferral / active EE | $1,572 | $3,036-48.2% | $3,699-57.5% | $4,046-61.2% |
| Admin fee / account holder | $51 | $604-91.6% | $5,830-99.1% | $627-91.9% |